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Ari Menachem Teplitz

TEPLITZ FINANCIAL GROUP LLC·OLD BRIDGE, New Jersey
SIE, Series 6, Series 7, Series 63, Series 66CFPChFCClean record11 years registeredTEPLITZ FINANCIAL GROUP LLC
3 JOCAMA BOULEVARD, OLD BRIDGE, NJ 08857CRD# 5816950Firm CRD# 122038

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ari Menachem Teplitz · OLD BRIDGE, NJ
Registration
CRD #5816950 · TEPLITZ FINANCIAL GROUP LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

TEPLITZ FINANCIAL GROUP LLC
Dec 2018 – present
AMERICAN PORTFOLIOS ADVISORS, INC
Sep 2014 – Dec 2020
HOLBROOK, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 66
Registration record
First registered · September 26, 2014
Years registered · 11
Professional designations · CFP, ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TEPLITZ FINANCIAL GROUP LLC
CRD 122038 · SEC 801-126103
AUM
$107M
Regulatory assets under management
Employees
2
361 client accounts
Services offered by TEPLITZ FINANCIAL GROUP LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TEPLITZ FINANCIAL GROUP LLC →
Introduction

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Frequently Asked Questions

What services does Ari Menachem Teplitz offer?
Ari Menachem Teplitz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OLD BRIDGE, New Jersey for a consultation.
What are Ari Menachem Teplitz's credentials?
Ari Menachem Teplitz holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Ari Menachem Teplitz located?
Ari Menachem Teplitz is based in OLD BRIDGE, New Jersey, working with TEPLITZ FINANCIAL GROUP LLC. Their office serves clients in the OLD BRIDGE metropolitan area and surrounding communities.
How does Ari Menachem Teplitz charge for services?
Ari Menachem Teplitz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TEPLITZ FINANCIAL GROUP LLC?
TEPLITZ FINANCIAL GROUP LLC has approximately 2 employees and manages $107M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TEPLITZ FINANCIAL GROUP LLC

Daniel (nmn) Teplitz
OLD BRIDGE, NJ
CFPChFC

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